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Peter Thomson

19 Years of Experience
Nashville, TN
Broker

Peter Thomson is a registered investment advisor at Cetera Investment Advisers LLC, based in Nashville, TN, with 19 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

4101 Hillsboro Pike, Nashville, TN, 37215

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Peter works as a wealth advisor at Regions Bank, providing customer service and assisting with deposit accounts, loans, and credit card applications.

Employment History
Current Registrations
Cetera Investment Advisers LLC
May 2023 - Present · 3 yrs 2 mos
Cetera Investment Services LLC
May 2023 - Present · 3 yrs 2 mos
Cetera Investment Services LLCBroker
May 2023 - Present · 3 yrs 2 mos
Previous Registrations
Cetera Investment Advisers LLC
September 2017 - January 2023 · 5 yrs 4 mos
Cetera Investment Services LLCBroker
September 2017 - January 2023 · 5 yrs 4 mos
Wells Fargo Advisors, LLCBroker
April 2013 - October 2016 · 3 yrs 6 mos
Wells Fargo Advisors, LLC
April 2013 - October 2016 · 3 yrs 6 mos
E*trade Capital Management, LLC
March 2013 - April 2013 · 1 mo
Citigroup Global Markets INC.
July 2011 - September 2012 · 1 yr 2 mos
Citigroup Global Markets INC.Broker
June 2011 - September 2012 · 1 yr 3 mos
J.P. Morgan Securities LLCBroker
October 2008 - March 2011 · 2 yrs 5 mos
J.P. Morgan Securities INC.Broker
August 2004 - October 2008 · 4 yrs 2 mos
State Registrations1 state
TN
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Peter Thomson - Financial Advisor | TrueAdvisor